--- title: "Use cases | Ortoo Orchestrator" description: "Browse the workflow orchestration patterns Ortoo Orchestrator handles, across service, revenue, and operational workflows in Salesforce." lang: en json-ld: | [ { "@context": "https://schema.org", "@type": "Organization", "name": "Ortoo", "url": "https://ortooapps.com/", "logo": "https://ortooapps.com/ortoo-logo-square.png", "parentOrganization": { "@type": "Organization", "name": "Ascendx" } }, { "@context": "https://schema.org", "@type": "WebSite", "name": "Ortoo", "url": "https://ortooapps.com/" } ] --- [Skip to main content](#main-content) [Support](/support)[Contact](/contact) [![Ortoo logo, workflow orchestration for Salesforce](/assets/ortoo-logo-gradient-C54UkOOH.webp)](/) Ortoo Orchestrator Solutions Why Ortoo Resources About [Pricing](/pricing) [Map your workflow](/contact?intent=workflow-mapping)[Book a demo](/contact?intent=demo) [Book a demo](/contact?intent=demo) Use cases # Workflow orchestration use cases. The triage, routing, assignment, conversion, and other orchestration patterns Ortoo Orchestrator handles inside Salesforce. ## Service workflows 13 use cases [ Service workflows ### Intelligent case routing in Salesforce: skills, capacity, SLA Skills, capacity, and SLA evaluated together at the point of assignment. Explore ](/use-cases/intelligent-case-routing-salesforce)[ Service workflows ### Interpret replies automatically in Salesforce Read sentiment, intent, and urgency on every case reply, with the next action triggered automatically. Explore ](/use-case/interpret-replies-automatically-in-salesforce)[ Service workflows ### How to assign cases in Salesforce: skills, capacity & SLA Route Salesforce cases on skills, capacity, workload, and SLA, configured by operations. Explore ](/use-cases/case-assignment-in-salesforce)[ Service workflows ### Salesforce IT support ticketing system Intake, triage, routing, and escalation as one IT ticketing workflow, native to Salesforce. Explore ](/use-cases/salesforce-it-support-ticketing-system)[ Service workflows ### Salesforce sentiment analysis & case triage Score sentiment on every inbound case, trigger the right action, and report it as Salesforce data. Explore ](/use-case/triggering-a-sentiment-analysis-on-an-inbound-case-in-salesforce-using-ai)[ Service workflows ### Case orchestration for Salesforce One orchestration layer for customer service and field service case work. Explore ](/use-cases/case-orchestrator-for-salesforce)[ Service workflows ### Salesforce Email-to-Case with AI triage and routing AI triage and routing on top of Email-to-Case, in one workflow step. Explore ](/use-cases/salesforce-email-to-case-ai)[ Service workflows ### Advanced email automation in Salesforce Intake, classification, routing, and reply capture as one workflow on any object. Explore ](/use-cases/advanced-email-automation-in-salesforce)[ Service workflows ### Case escalation in Salesforce, handled automatically Fire SLA, sentiment, and severity escalations before the breach, not after. Explore ](/use-case/escalating-high-priority-or-complex-cases-automatically-in-salesforce)[ Service workflows ### Case assignment to the first available service agent Route cases to the first agent who is online, has capacity, and matches the skills. Explore ](/use-case/q-assign-for-service-assigning-cases-in-salesforce-to-the-first-available-customer-service-agent)[ Service workflows ### Salesforce email management for service teams High-volume service inbox handling with intake, triage, routing, and reply threading. Explore ](/use-cases/salesforce-email-management-service-teams)[ Service workflows ### Salesforce work order assignment Match work orders to engineers by certification, location, travel time, and capacity. Explore ](/use-cases/building-a-dynamic-work-order-assignment-system-with-q-assign-for-salesforce)[ Service workflows ### Salesforce for healthcare and life sciences Patient, member, and provider workflows as defined orchestration with audit on every step. Explore ](/use-cases/salesforce-for-healthcare-and-life-sciences) ## Revenue workflows 12 use cases [ Revenue workflows ### How to convert leads automatically in Salesforce Convert qualified leads to accounts, contacts, and opportunities without manual handoff. Explore ](/use-case/how-to-convert-leads-automatically-in-salesforce)[ Revenue workflows ### Salesforce territory assignment Stamp the territory, match the right rep, log every decision, configured by ops. Explore ](/use-cases/salesforce-territory-assignment)[ Revenue workflows ### AI-personalised sales emails in Salesforce Generate personalised outbound and autoresponder emails per recipient from live Salesforce data. Explore ](/use-cases/ai-personalized-sales-emails-salesforce)[ Revenue workflows ### Automating sales tasks and follow-ups in Salesforce Trigger, assign, and escalate follow-up tasks so pipeline does not depend on rep memory. Explore ](/use-cases/automating-sales-tasks-and-follow-ups-salesforce)[ Revenue workflows ### AI lead qualification in Salesforce Score every lead against the same criteria on intake, with the decision logged on the record. Explore ](/use-case/deploy-ai-to-qualify-leads-automatically-in-salesforce)[ Revenue workflows ### How to assign leads in Salesforce: skills, capacity & territory Match every lead to the right rep on skills, capacity, territory, and SLA, in one step. Explore ](/use-cases/lead-assignment-in-salesforce)[ Revenue workflows ### Use AI to enrich leads in Salesforce Attach firmographic, behavioural, and intent data to every lead on intake. Explore ](/use-case/use-ai-to-enrich-leads-in-salesforce)[ Revenue workflows ### AI lead triage in Salesforce: automate lead triage Classify, score, and route every inbound lead on intake, with AI applied where it matters. Explore ](/use-case/using-ai-to-triage-leads-automatically-within-salesforce)[ Revenue workflows ### Automate Salesforce lead distribution Fair allocation, value-aware prioritisation, and capacity-aware matching in one workflow. Explore ](/use-cases/salesforce-lead-distribution)[ Revenue workflows ### Salesforce territory management for sales teams Stamp, match, and reassign every record against the current territory model. Explore ](/use-cases/salesforce-territory-management-for-sales)[ Revenue workflows ### Email-to-Lead in Salesforce: capture and route on intake Turn inbound enquiry email into structured, routed Salesforce leads on intake. Explore ](/use-cases/email-to-lead-in-salesforce)[ Revenue workflows ### Salesforce opportunity assignment Reassign opportunities to the right AE as deal size, product, and tier shift. Explore ](/use-cases/mastering-opportunity-assignment-in-salesforce-with-q-assign) ## Outbound workflows 2 use cases [ Outbound workflows ### Salesforce mass communications with Comms Manager Send personalised outbound at scale from live Salesforce data, with the audit trail on the record. Explore ](/use-cases/comms-manager-mass-communications-salesforce)[ Outbound workflows ### Distribute emails from Salesforce Send outbound and transactional email from Salesforce against live data, with audit on every record. Explore ](/use-case/distribute-emails-from-salesforce-with-email-to-anything) ## Intake workflows 1 use case [ Intake workflows ### Email to any Salesforce object, standard or custom Turn inbound email into a structured Salesforce record on any object, standard or custom, with replies threaded back. Explore ](/use-cases/email-to-anything) ## Custom workflows 1 use case [ Custom workflows ### Salesforce custom object assignment Route any standard or custom Salesforce object with the same engine, configured by ops. Explore ](/use-cases/salesforce-custom-object-assignment) ![Ortoo logo, workflow orchestration for Salesforce](/assets/ortoo-logo-C6Mjw-cG.svg) Workflow orchestration in Salesforce, executed by specialized agents under controlled AI. 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